WFG Advisors’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-844
| Closed | -$112K | – | 1585 |
|
|
2016
Q4 | $112K | Sell |
844
-837
| -50% | -$111K | 0.03% | 496 |
|
|
2016
Q3 | $204K | Sell |
1,681
-17
| -1% | -$2.06K | 0.05% | 369 |
|
|
2016
Q2 | $173K | Buy |
1,698
+332
| +24% | +$33.8K | 0.05% | 375 |
|
|
2016
Q1 | $152K | Hold |
1,366
| – | – | 0.04% | 375 |
|
|
2015
Q4 | $168K | Buy |
1,366
+17
| +1% | +$2.09K | 0.05% | 331 |
|
|
2015
Q3 | $147K | Sell |
1,349
-40
| -3% | -$4.36K | 0.05% | 360 |
|
|
2015
Q2 | $156K | Hold |
1,389
| – | – | 0.04% | 409 |
|
|
2015
Q1 | $154K | Sell |
1,389
-181
| -12% | -$20.1K | 0.04% | 416 |
|
|
2014
Q4 | $154K | Buy |
1,570
+124
| +9% | +$12.2K | 0.03% | 513 |
|
|
2014
Q3 | $125K | Hold |
1,446
| – | – | 0.02% | 584 |
|
|
2014
Q2 | $129K | Buy |
1,446
+30
| +2% | +$2.68K | 0.02% | 571 |
|
|
2014
Q1 | $119K | Buy |
1,416
+116
| +9% | +$9.75K | 0.02% | 585 |
|
|
2013
Q4 | $105K | Buy |
1,300
+250
| +24% | +$20.2K | 0.01% | 722 |
|
|
2013
Q3 | $75K | Buy |
1,050
+200
| +24% | +$14.3K | 0.01% | 788 |
|
|
2013
Q2 | $51K | Buy |
+850
| New | +$51K | 0.01% | 877 |
|